Hiroca said two major Chinese automakers are likely to build factories in the US, a move that could redraw supply chains across North America, alter supplier demand patterns, and deepen pressure on parts makers already facing tighter pricing, faster product cycles, and weaker visibility in China's increasingly competitive auto market.

The aggressive rollout of large-scale infrastructure projects has brought increasingly visible changes across global economies and major technology supply chains, with much of that transformation now unfolding under the expanding influence of AI.

According to UBS, nearly twice as many China-made automobiles are being shipped to Europe as are being registered there, partly because trucking shortages delay deliveries from ports to dealers. The gap adds a new wrinkle in the battle for Europe between US and Chinese carmakers. Meanwhile, the vote on EU-wide approval of Tesla's supervised Full Self-Driving (FSD) system is unlikely before December 2026. Even as US and Chinese automakers face short-term challenges in their push in Europe, they continue to put ever-intensifying pressure on European automakers.

Taiwan's Eurocharm Holdings, an OEM automotive and motorcycle parts maker, said at an earnings call on September 29 that leisure vehicles had become its largest product segment, as it expands production capacity in Vietnam and North America to meet rising customer demand. The company reported strong year-over-year growth in revenue and profit for the first half of 2026.

China's auto market is under pressure from high oil prices and shrinking subsidies, weakening domestic sales even as exports keep growing. Taiwanese supply-chain companies are responding by adjusting their product mix.

One of the most pronounced factors behind China's ferocious rise in the global technology landscape has been its unparalleled strength in the EV sector, where fierce competition over power batteries and high-end battery materials has cemented the country's longstanding dominance in battery manufacturing.

Samsung SDI is accelerating its push into the artificial intelligence (AI) data center battery market, unveiling, for the first time, a cylindrical lithium iron phosphate (LFP) battery featuring its proprietary structural design at Data Centre World Asia (DCWA) 2026 in Singapore on September 29.

A new partnership between Zhejiang Geely Holding Group and NIO in electric vehicle (EV) battery swapping is signaling potential consolidation in China's fragmented market. With multiple incompatible systems still competing for adoption, the deal could open a new path toward greater standardization and network integration.

Automakers looking to cut the weight of electric vehicles (EVs) to extend driving range have another reason to consider magnesium alloys: magnesium ingots are now cheaper than aluminum ingots.

The Washington summit between Donald Trump and Xi Jinping did not produce the speculated auto deal that would have allowed Chinese automakers to manufacture vehicles in the US. While that gave incumbent automakers in the US a temporary reprieve, analysts say Chinese cars entering the US is still only a matter of time.

Japanese motor maker Nidec has replaced president and CEO Mitsuya Kishida with chief technology officer Michio Kaida as the company moves to overhaul its business and governance following accounting irregularities and mounting losses.